The crazy season of hand tour: the abnormal pattern of "feeding seedling"

Far more than the market size of funds into the market, the only consequences, will only be intensified competition, soaring prices, and then form a "seedling-feeding" of the abnormal mode of business. Recently, the mobile phone game is crazy. Yes, crazy. Apart from it, it's hard for me to find a more exact adjective. In the last week of July, more than 200,000 people poured into the chinajoy of Shanghai. In this annual game event, almost every dialogue is the same theme: hand, hand, or hand tour! In recent months, the depressed market in a-share, game concept stocks have set off a surge in the tide. To crazy up 300% to become the "first bull stock" of the palm of the science and technology leader, Huayi Brothers Trading, the extension of information trading, the green treasure trading, Obit trading, Zhejiang Newspaper Media trading limit ... Even Datang Telecom also trading, just because the past has been playing chips and information companies, announced the acquisition of game companies to play entertainment, officially into the game industry. Not to mention the dizzying array of investments and acquisitions. Only tens of millions of profit-scale companies, blink of an eye can be bought at hundreds of millions of or even a billion of of the price, PE (P/E, stock prices and earnings per share) reached 10 times times, 15 times times, or even higher, such mergers and acquisitions also one after another, in short supply. All this, let people see two words, overheating. From the trend point of view, the popularity of hand travel is not unexpected, the popularity of smart phones and 3g/4g development, has laid the foundation for IT market blowout. According to the third party statistics, in the two quarter of 2013, China's online gaming market almost stagnant, mobile phone games but realized the revenue doubled, the user also grew more than 100% per cent, a breakthrough of 170 million yuan. Last year, a mobile phone game monthly income of more than 5 million yuan, has enough to become the focus of the industry, but this year, the income of tens of millions or even reached 50 million yuan of the company are not a few. And we know, in the Cock Silk Entertainment in China, the game is really possible by virtue of their own business operations, generating huge profits of the huge gold mine, unlike many no mature profit model of the network business, can only rely on advertising to maintain surface prosperity. Mobile phone game is such a rich, gold, and has not been fully developed, with great potential. But if we look at another number, we will know that the market is getting too hot. Game work, gamma Data and IDC jointly released the report said, the first half of this year, the Chinese game market revenue reached 33.89 billion yuan, of which the net game income of 31.3 billion yuan, mobile network game income of 2.53 billion yuan, single game income of 60 million yuan. This means that the overall market size of the first half of mobile gaming is only less than 2.6 billion yuan. However, only the palm of the fun technology July 21 acquisition of crab technology price of up to 2 billion. And according to Analysys Market report, play crab technology in the first half of the mobile games market share of about 3.8%. The only consequence of the influx of money far beyond the market size would be increased competition and soaring prices. And then form the abnormal mode of "feeding seedling to promote". One example is that the hand-swim channel is becoming increasinglyBig, more and more powerful. A few years ago, the mobile game of single users to obtain less than 1 cents, and now, has risen to 5 yuan, 7 yuan, the future will also be pushed to a more unreasonable high. Small companies with limited capital will soon be eliminated. However, for mobile gaming companies, this is not a problem, they burn the investors ' money, even shareholders ' money. They only need desperately to rob users, the completion of income and profit on the bet, you can finish the company's performance gloss, create a higher valuation, for the next chase up the "stroke fool" to create admission conditions. As for which companies can be in the Red Sea to the end of the fighting, and then when to make money for investors back? God knows, there's no need to think for a year or two. Of course, we do not have too pessimistic, similar things, has long been in the network games and many other industries have occurred, the results of enthusiasm, the most will create abnormal type, will not let the entire industry directly to the end, after all, as long as the user's demand is there, the weather is still fine. The question is, when the whole industry is going for money, how can game developers stick to the original dream and bottom line between gaming experience and profit metrics? I hope so.